Clarus Wealth Advisors, LLC

Clarus Wealth Advisors, LLC (CRD# 281160) is a financial advisory firm headquartered in Peoria, AZ. They manage $182,020,159 in 933 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    933
    ACCOUNTS
  • Average Account Value
    $195,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, IL, MD, MI, TX

Financial Advisors at Clarus Wealth Advisors, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Karine R. Beard
CRD#: 1021375
333 Perry Street Suite 204, Castle Rock, CO 80104
96
Wealthminder
score

Karine Beard (CRD# 1021375) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Castle Rock, CO and has over 19 years of experience in the finance industry. Karine Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles D. Boushley
CRD#: 1122914
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
96
Wealthminder
score

Charles Boushley (CRD# 1122914) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 34 years of experience in the finance industry. Charles Boushley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James M. Graham
CRD#: 2771048
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
96
Wealthminder
score

James Graham (CRD# 2771048) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 19 years of experience in the finance industry. James Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sherry A. Hardin
CRD#: 1388895
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
96
Wealthminder
score

Sherry Hardin (CRD# 1388895) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 19 years of experience in the finance industry. Sherry Hardin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeremy R. McClymonds
CRD#: 5606748
1490 S. Price Road Suite 113, Chandler, AZ 85286
93
Wealthminder
score

Jeremy McClymonds (CRD# 5606748) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Chandler, AZ and has over 9 years of experience in the finance industry.

6
Jonathon A. Staats
CRD#: 4762181
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
93
Wealthminder
score

Jonathon Staats (CRD# 4762181) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 13 years of experience in the finance industry.

7
Kenneth R. Hartley
CRD#: 2197816
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
90
Wealthminder
score

Kenneth Hartley (CRD# 2197816) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has 1 year of experience in the finance industry.

8
Robert E. Lamacchia
CRD#: 6208338
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
90
Wealthminder
score

Robert Lamacchia (CRD# 6208338) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 4 years of experience in the finance industry.

9
Kathryn A. Marchwick
CRD#: 1033509
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
86
Wealthminder
score

Kathryn Marchwick (CRD# 1033509) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 35 years of experience in the finance industry. Kathryn Marchwick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Daniel J. Bissontz
CRD#: 2180000
6700 Alexander Bell Dr. Suite 200, Columbia, MD 21046
83
Wealthminder
score

Daniel Bissontz (CRD# 2180000) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Columbia, MD and has over 20 years of experience in the finance industry.

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